bargainhunter Posted May 6, 2015 Share Posted May 6, 2015 NVGS and SNMX. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted May 6, 2015 Share Posted May 6, 2015 AIQ. Market keeps ignoring this one. Superlow daily volume driving the stock lower again. what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers Link to comment Share on other sites More sharing options...
Lance Posted May 7, 2015 Share Posted May 7, 2015 LCSHF and January 2017 Sandridge $2.50 calls. Thanks, Lance Link to comment Share on other sites More sharing options...
Philip Morris IV Posted May 7, 2015 Share Posted May 7, 2015 what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers There's an AIQ thread in the ideas forum that is quite thorough and provides a very clear thesis. The GAAP earnings figure is rather fictitious with this one. http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/aiq-alliance-healthcare/ I am with tombgrt and have been buying more here. If it weren't for the illiquidity this would be in my top 3 holdings (am concentrated). Link to comment Share on other sites More sharing options...
PatientCheetah Posted May 7, 2015 Share Posted May 7, 2015 IBM TWTR and more BABA Link to comment Share on other sites More sharing options...
wachtwoord Posted May 11, 2015 Share Posted May 11, 2015 I bought more NOV, the second stock after Altius in my portfolio. Link to comment Share on other sites More sharing options...
berkshire101 Posted May 11, 2015 Share Posted May 11, 2015 I bought some SNI. Link to comment Share on other sites More sharing options...
PatientCheetah Posted May 12, 2015 Share Posted May 12, 2015 KLXI Link to comment Share on other sites More sharing options...
PatientCheetah Posted May 12, 2015 Share Posted May 12, 2015 MU AXLL Link to comment Share on other sites More sharing options...
kfh227 Posted May 12, 2015 Share Posted May 12, 2015 LCSHF and January 2017 Sandridge $2.50 calls. Thanks, Lance I'd do them but I hate market to market accounting crap. I do have some call options on oil stocks but they expire between June and EOY. Link to comment Share on other sites More sharing options...
kab60 Posted May 12, 2015 Share Posted May 12, 2015 Joyou AG. Link to comment Share on other sites More sharing options...
Lance Posted May 13, 2015 Share Posted May 13, 2015 Over the last few days I bought AMIGY (Admiral Group plc) and IAU (iShares Gold Trust) and sold covered calls on BP and MBT (Mobile Telesystems OJSC). Thanks, Lance Link to comment Share on other sites More sharing options...
PatientCheetah Posted May 14, 2015 Share Posted May 14, 2015 CP CFX Link to comment Share on other sites More sharing options...
kab60 Posted May 18, 2015 Share Posted May 18, 2015 MSC Industrial Direct Link to comment Share on other sites More sharing options...
Lance Posted May 18, 2015 Share Posted May 18, 2015 Bought SD (Sandridge Energy) Jan 2017 $2.50 calls and shorted NFLX. Thanks, Lance Link to comment Share on other sites More sharing options...
Guest notorious546 Posted May 18, 2015 Share Posted May 18, 2015 PCP Link to comment Share on other sites More sharing options...
orion Posted May 18, 2015 Share Posted May 18, 2015 AYSI Link to comment Share on other sites More sharing options...
PatientCheetah Posted May 18, 2015 Share Posted May 18, 2015 GDXJ CP Link to comment Share on other sites More sharing options...
petey2720 Posted May 20, 2015 Share Posted May 20, 2015 rvp pfie Link to comment Share on other sites More sharing options...
jschembs Posted May 20, 2015 Share Posted May 20, 2015 rvp pfie any reason on RVP, other than taking advantage of someone seeking liquidity? Link to comment Share on other sites More sharing options...
petey2720 Posted May 20, 2015 Share Posted May 20, 2015 just an opportunity to get a few shares under $4.00 Link to comment Share on other sites More sharing options...
jm25 Posted May 20, 2015 Share Posted May 20, 2015 RX - Biosyent Link to comment Share on other sites More sharing options...
Valuebo Posted May 21, 2015 Share Posted May 21, 2015 what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers There's an AIQ thread in the ideas forum that is quite thorough and provides a very clear thesis. The GAAP earnings figure is rather fictitious with this one. http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/aiq-alliance-healthcare/ I am with tombgrt and have been buying more here. If it weren't for the illiquidity this would be in my top 3 holdings (am concentrated). Jup. Sorry I missed the earlier comment. I picked up some more at $20.5. Now 20%+ of portfolio, illiquidity be damned. Not really sure what else to buy tbh! ;) Link to comment Share on other sites More sharing options...
Lance Posted May 21, 2015 Share Posted May 21, 2015 SDRXN (Sandridge Energy Inc Conv PFD 7% Perptl) Thanks, Lance Link to comment Share on other sites More sharing options...
Ross812 Posted May 21, 2015 Share Posted May 21, 2015 Bought BH. Sold all of my BAC '16 Leaps. Link to comment Share on other sites More sharing options...
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